2023 Form 5500 filing — Retirement Plan For Employees Of Dana-Farber Cancer Institute, Inc
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250709111337NAL0012906818001) for Retirement Plan For Employees Of Dana-Farber Cancer Institute, Inc, reported by Dana-Farber Cancer Institute, Inc under EIN 04-2263040 and plan number 001. It reports 368 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250709111337NAL0012906818001
- Filing year
- 2023
- Form type
- 2
- Plan sponsor
- Dana-Farber Cancer Institute, Inc
- EIN
- 04-2263040
- Plan number
- 001
- Location
- Boston, MA
- Participants
- 368
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $34,485,806
- Net assets (EOY)
- $34,485,806
- Total income / additions
- $5,433,578
- Benefits paid
- $2,097,017
- Administrative expenses
- $145,326
- Total expenses
- $2,242,343
- Net increase / (decrease)
- $3,191,235
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Mellon Bank | BROKER | $45,129 | not reported in the loaded dataset |
| Transamerica Retirement Solutions | RECORDKEEPER | $42,380 | $0 |
| Cfas LLC | CONSULTING | $12,326 | not reported in the loaded dataset |
| National Financial Services | SECURITIES BROKER | $0 | $0 |